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Graham Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Graham Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6M Buy
+95,300
New +$24.6M 0.57% 35
2025
Q4 		– Sell
-58,400
Closed -$14.1M – 1411
2025
Q3 		$14.1M Buy
+58,400
New +$13.4M 0.22% 47
2024
Q4 		– Sell
-19,800
Closed -$4.51M – 1357
2024
Q3 		$4.37M Buy
+19,800
New +$4.24M 0.08% 136
2024
Q2 		– Sell
-1,500
Closed -$303K – 1193
2024
Q1 		$315K Sell
1,500
-24,500
-94% -$4.89M 0.01% 770
2023
Q4 		$5.22M Buy
+26,000
New +$4.66M 0.12% 110
2022
Q1 		– Sell
-3,500
Closed -$714K – 952
2021
Q4 		$778K Buy
3,500
+500
+17% +$113K 0.03% 114
2021
Q3 		$656K Buy
+3,000
New +$665K 0.03% 100
2019
Q1 		– Sell
-126,000
Closed -$18.9M – 85
2018
Q4 		$16.9M Sell
126,000
-924,000
-88% -$138M 0.74% 18
2018
Q3 		$177M Buy
+1,050,000
New +$177M 3.68% 5
2017
Q4 		– Sell
-85,000
Closed -$12.6M – 125
2017
Q3 		$12.6M Hold
85,000
– – 0.26% 32
2017
Q2 		$12M Sell
85,000
-55,000
-39% -$7.61M 0.31% 28
2017
Q1 		$19.2M Buy
140,000
+55,000
+65% +$7.51M 0.76% 20
2016
Q4 		$11.5M Buy
+85,000
New +$10.9M 0.47% 27
2015
Q1 		– Sell
-418,800
Closed -$50.1M – 134
2014
Q4 		$50.1M Buy
418,800
+45,666
+12% +$5.22M 2.14% 6
2014
Q3 		$40.8M Sell
373,134
-188,866
-34% -$21.6M 1.8% 9
2014
Q2 		$66.8M Buy
+562,000
New +$63.8M 2.01% 5

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Graham Capital Management's IWM Position: Q1 2026 in Review

Graham Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 95,300 shares worth $23.6M. The stake represents 0.57% of the portfolio and ranks #35 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in IWM as recently as Q3 2025.

Graham Capital Management first reported a position in IWM in Q2 2014 and has held it in 16 quarters since. The position peaked at $177M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Graham Capital Management held 95,300 shares of iShares Russell 2000 ETF worth $23.6M as of Q1 2026.
  • iShares Russell 2000 ETF was a new Graham Capital Management position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.57% of Graham Capital Management's portfolio in Q1 2026, its #35 holding.
  • Graham Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 16 quarters since.
  • Graham Capital Management's iShares Russell 2000 ETF position peaked at $177M in Q3 2018.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.